Enterprise Forms Modules > Form Template Manager > Form Template Details > Edit Form Workflow > Workflow Processing Tasks

The Add/Remove Portal Roles workflow processing task provides a mechanism to Add or Remove system roles to or from the Form Owner respectively.

The unique property settings for the workflow task include Function and Roles.

•	Function: this property is used to indicate the type of function for the workflow task. The supported functions are Add Roles and Remove Roles.

•	Roles: this property is used to specify the Roles to Add or Remove from the Form Owner

WO-AddRemovePortalRoles

General Settings for the Add/Remove Portal Role workflow processing task

Add Role(s) to a Form Owner

•	Select the Add Roles item for the Function property

•	From the list of Available Roles, select the roles required and click on Add Selected Roles link to move to the Selected Roles list.

•	To remove roles from the Selected Roles list, select the roles to remove and click on Remove Selected Roles link to remove from the Selected Roles list.

TIP: Only roles that are listed in the Selected Roles property will be added to the Form Owner when the workflow step is triggered.

Remove Role(s) from a Form Owner

•	Select the Remove Roles item in the Function property

•	From the list of Available Roles, select the roles required ad click on Add Selected Roles link to move to the Selected Roles list.

•	To remove roles from the Selected Roles list, select the roles to remove and click on Remove Selected Roles link to remove from the Selected Roles list.

TIP: Only roles that are listed in the Selected Roles property will be removed from the Form Owner when the workflow step is triggered.